Dodge.pdf

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T2327 - Defined Contribution Retirement Program Administrative Services: NJSEDCP & NJDCRP
Solicitation number
26DPP01201
Issued by
New Jersey

About this file

This is a Scope of Work document for the State of New Jersey Department of the Treasury, Division of Purchase and Property, soliciting comprehensive administrative services for two defined contribution retirement plans: the New Jersey State Employees Deferred Compensation Plan (NJSEDCP), a 457(b) governmental plan, and the New Jersey Defined Contribution Retirement Program (NJDCRP), a 401(a) plan. The selected vendor will provide turnkey recordkeeping and administration services including participant account management, investment administration across 27 investment options, educational services, customer support, and employer-level services. The procurement covers approximately 41 remitting locations for the 457(b) plan and 750 active locations for the 401(a) plan. A pre-quote conference is scheduled for December 23, 2025, at 10:30 AM Eastern Time, with electronic questions due by January 5, 2026, at 2:00 PM. Quotes are due February 20, 2026, at 2:00 PM. The base contract term is five years with options to extend up to two additional years.

Required qualifications include over five years of experience administering bundled services for both 401(a) and 457(b) plans and management of at least five defined contribution plans with a minimum of 50,000 participants. Bidders must submit pricing on a fixed flat dollar-per-participant basis, including implementation, conversion, administration, recordkeeping, education, and trustee expenses, with revenue sharing from investments rebated to participants. The contract requires one dedicated on-site representative and ten full-time field service representatives. Insurance requirements include professional liability insurance of at least $2,000,000 per claim and cyber breach insurance of not less than $10,000,000 per occurrence. The incumbent contractor is Empower (formerly Prudential). The plans collectively serve 163,987 unique participants across 1,814 participant locations with total assets of approximately $6.1 billion. No small business or disabled veterans' business set-asides apply to this procurement. All plan expenses are borne by participants.

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File details come from the government source that posted it. Updated .